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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,184 | $41,151-77.7% | $80,648-88.6% | $71,529-87.2% |
| Participation rate | 81.7% | 50.2%+31.4pp | 67.0%+14.7pp | 67.9%+13.7pp |
| Annual return | 22.73% | 38.49%-15.8pp | 937.21%-914.5pp | 28.97%-6.2pp |
| Employer contribution / active EE | $1,851 | $1,513+22.3% | $2,724-32.1% | $2,590-28.5% |
| Participant deferral / active EE | $2,706 | $2,700+0.2% | $4,443-39.1% | $4,291-36.9% |
| Admin fee / account holder | $183 | $1,842-90.1% | $5,382-96.6% | $1,588-88.5% |